General Counsel

0001560717-20-000007.txt : 20200813 0001560717-20-000007.hdr.sgml : 20200813 20200813144943 ACCESSION NUMBER: 0001560717-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Horizon Investments, LLC CENTRAL INDEX KEY: 0001560717 IRS NUMBER: 582461603 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15165 FILM NUMBER: 201098875 BUSINESS ADDRESS: STREET 1: 6210 ARDREY KELL ROAD STREET 2: SUITE 300 CITY: CHARLOTTE STATE: NC ZIP: 28277 BUSINESS PHONE: 704-544-2399 MAIL ADDRESS: STREET 1: 6210 ARDREY KELL ROAD STREET 2: SUITE 300 CITY: CHARLOTTE STATE: NC ZIP: 28277 FORMER COMPANY: FORMER CONFORMED NAME: Horizon Investments, LLC/SC DATE OF NAME CHANGE: 20121019 13F-HR 1 primary_doc.xml 13F-HR LIVE 0001560717 XXXXXXXX 06-30-2020 06-30-2020 Horizon Investments, LLC

6210 Ardrey Kell Road Suite 300 Charlotte NC 28277

13F COMBINATION REPORT 028-15165 028-06487 First Trust Advisors LP N Matt Chambers General Counsel 704-544-2399 Matt Chambers, General Counsel Charlotte NC 08-13-2020 1 447 4059872 false 1 FOUNDERS FINANCIAL SECURITIES LLC INFORMATION TABLE 2 HZIform13fInfoTable.xml ATT INC COM COM 00206R102 3046 102529 SH SOLE NONE 102504 0 25 ABBVIE INC COM COM 00287Y109 7157 73782 SH SOLE NONE 73442 0 340 ACTIVISION BLIZZARD INC COM COM 00507V109 1070 14104 SH SOLE NONE 14104 0 0 ADOBE INC COM COM 00724F101 8792 20198 SH SOLE NONE 19656 0 542 AGILENT TECHNOLOGIES INC COM COM 00846U101 529 5987 SH SOLE NONE 5982 0 5 AKAMAI TECHNOLOGIES INC COM COM 00971T101 1710 15968 SH SOLE NONE 14526 0 1442 ALLSTATE CORP COM COM 020002101 966 9963 SH SOLE NONE 0 0 9963 ALPHABET INC CAP STK CL C COM 02079K107 219 155 SH SOLE NONE 0 0 155 ALPHABET INC CAP STK CL A COM 02079K305 21937 15470 SH SOLE NONE 15470 0 0 ALTRIA GROUP INC COM COM 02209S103 1224 31184 SH SOLE NONE 31176 0 8 AMAZON COM INC COM COM 023135106 679 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MARTIN MARIETTA MATLS INC COM COM 573284106 885 4284 SH SOLE NONE 4284 0 0 MASCO CORP COM COM 574599106 360 7190 SH SOLE NONE 7190 0 0 MASTERCARD INCORPORATED CL A COM 57636Q104 4066 13768 SH SOLE NONE 12942 0 826 MAXIM INTEGRATED PRODS INC COM COM 57772K101 1219 20116 SH SOLE NONE 20116 0 0 MCCORMICK CO INC COM NON VTG COM 579780206 308 1722 SH SOLE NONE 1722 0 0 MCDONALDS CORP COM COM 580135101 4275 23176 SH SOLE NONE 23176 0 0 MCKESSON CORP COM COM 58155Q103 364 2370 SH SOLE NONE 2370 0 0 MERCK CO. INC COM COM 58933Y105 16139 208705 SH SOLE NONE 204252 0 4453 METLIFE INC COM COM 59156R108 628 17396 SH SOLE NONE 12078 0 5318 METTLER TOLEDO INTERNATIONAL C COM 592688105 292 362 SH SOLE NONE 362 0 0 MICROSOFT CORP COM COM 594918104 31871 156609 SH SOLE NONE 151484 0 5125 MICROCHIP TECHNOLOGY INC. COM COM 595017104 366 3476 SH SOLE NONE 3476 0 0 MICRON TECHNOLOGY INC COM COM 595112103 767 14880 SH SOLE NONE 14880 0 0 MID-AMER APT CMNTYS INC COM COM 59522J103 921 8104 SH SOLE NONE 8104 0 0 MONDELEZ INTL INC CL A COM 609207105 1245 24344 SH SOLE NONE 18276 0 6068 MONSTER BEVERAGE CORP NEW COM COM 61174X109 2270 32742 SH SOLE NONE 31356 0 1386 MOODYS CORP COM COM 615369105 2379 8658 SH SOLE NONE 8658 0 0 MORGAN STANLEY COM NEW COM 617446448 986 20546 SH SOLE NONE 20546 0 0 MOTOROLA SOLUTIONS INC COM NEW COM 620076307 1623 11584 SH SOLE NONE 11584 0 0 NVR INC COM COM 62944T105 847 260 SH SOLE NONE 260 0 0 NASDAQ INC COM COM 631103108 1229 10288 SH SOLE NONE 10288 0 0 NETFLIX INC COM COM 64110L106 3150 6922 SH SOLE NONE 6922 0 0 NEW YORK CMNTY BANCORP INC COM COM 649445103 221 21988 SH SOLE NONE 21988 0 0 NEWELL BRANDS INC COM COM 651229106 279 17564 SH SOLE NONE 17564 0 0 NEWMONT CORP COM COM 651639106 2758 44668 SH SOLE NONE 44668 0 0 NEXTERA ENERGY INC COM COM 65339F101 3867 16101 SH SOLE NONE 15000 0 1101 NIKE INC CL B COM 654106103 4695 47883 SH SOLE NONE 47876 0 7 NISOURCE INC COM COM 65473P105 296 13126 SH SOLE NONE 13126 0 0 NORFOLK SOUTHERN CORP COM COM 655844108 583 3338 SH SOLE NONE 3338 0 0 NORTHERN TR CORP COM COM 665859104 242 3056 SH SOLE NONE 3056 0 0 NORTHROP GRUMMAN CORP COM COM 666807102 5785 18818 SH SOLE NONE 18818 0 0 NOVARTIS AG SPONSORED ADR COM 66987V109 5776 66138 SH SOLE NONE 65696 0 442 NUCOR CORP COM COM 670346105 230 5548 SH SOLE NONE 4986 0 562 NVIDIA CORPORATION COM COM 67066G104 7339 19318 SH SOLE NONE 18864 0 454 OREILLY AUTOMOTIVE INC COM COM 67103H107 427 1012 SH SOLE NONE 1012 0 0 OCCIDENTAL PETE CORP COM COM 674599105 228 12486 SH SOLE NONE 12486 0 0 OLD DOMINION FREIGHT LINE IN C COM 679580100 1567 9240 SH SOLE NONE 9240 0 0 OLD REP INTL CORP COM COM 680223104 181 11080 SH SOLE NONE 11080 0 0 ORACLE CORP COM COM 68389X105 8100 147160 SH SOLE NONE 132480 0 14680 PNC FINL SVCS GROUP INC COM COM 693475105 1700 16340 SH SOLE NONE 14864 0 1476 PPG INDS INC COM COM 693506107 3156 29904 SH SOLE NONE 26108 0 3796 PPL CORP COM COM 69351T106 487 18834 SH SOLE NONE 18834 0 0 PACCAR INC COM COM 693718108 1635 21922 SH SOLE NONE 21912 0 10 PACKAGING CORP AMER COM COM 695156109 968 9696 SH SOLE NONE 9696 0 0 PACWEST BANCORP DEL COM COM 695263103 403 20424 SH SOLE NONE 0 0 20424 PARKER HANNIFIN CORP COM COM 701094104 439 2396 SH SOLE NONE 2396 0 0 PAYCHEX INC COM COM 704326107 372 4954 SH SOLE NONE 4954 0 0 PAYPAL HLDGS INC COM COM 70450Y103 3344 19192 SH SOLE NONE 19192 0 0 PEOPLES UNITED FINANCIAL INC C COM 712704105 278 24436 SH SOLE NONE 24436 0 0 PEPSICO INC COM COM 713448108 2531 19140 SH SOLE NONE 19140 0 0 PFIZER INC COM COM 717081103 2714 83820 SH SOLE NONE 76254 0 7566 PHILIP MORRIS INTL INC COM COM 718172109 6124 87408 SH SOLE NONE 87408 0 0 PHILLIPS 66 COM COM 718546104 524 7294 SH SOLE NONE 7294 0 0 PIMCO ETF TR ACTIVE BD ETF COM 72201R775 4936 44425 SH SOLE NONE 0 0 44425 PIONEER NAT RES CO COM COM 723787107 318 3252 SH SOLE NONE 3252 0 0 PRICE T ROWE GROUP INC COM COM 74144T108 1625 13154 SH SOLE NONE 13154 0 0 PRINCIPAL FINANCIAL GROUP IN C COM 74251V102 247 5942 SH SOLE NONE 5942 0 0 PROCTER AND GAMBLE CO COM COM 742718109 10138 85324 SH SOLE NONE 82290 0 3034 PROGRESSIVE CORP OHIO COM COM 743315103 5628 70344 SH SOLE NONE 70344 0 0 PROLOGIS INC. COM COM 74340W103 2922 31306 SH SOLE NONE 31306 0 0 PRUDENTIAL FINL INC COM COM 744320102 325 5344 SH SOLE NONE 5344 0 0 PUBLIC SVC ENTERPRISE GRP IN C COM 744573106 1371 27898 SH SOLE NONE 24808 0 3090 PUBLIC STORAGE COM COM 74460D109 1650 8601 SH SOLE NONE 8600 0 1 QORVO INC COM COM 74736K101 1376 12452 SH SOLE NONE 12452 0 0 QUALCOMM INC COM COM 747525103 10240 112273 SH SOLE NONE 110618 0 1655 RALPH LAUREN CORP CL A COM 751212101 614 8462 SH SOLE NONE 8462 0 0 REALTY INCOME CORP COM COM 756109104 399 6726 SH SOLE NONE 6726 0 0 REGENERON PHARMACEUTICALS COM COM 75886F107 3335 5348 SH SOLE NONE 5348 0 0 RELX PLC SPONSORED ADR COM 759530108 2526 107212 SH SOLE NONE 107212 0 0 REPUBLIC SVCS INC COM COM 760759100 1405 17127 SH SOLE NONE 17118 0 9 RESMED INC COM COM 761152107 558 2908 SH SOLE NONE 2908 0 0 ROCKWELL AUTOMATION INC COM COM 773903109 492 2312 SH SOLE NONE 2312 0 0 ROLLINS INC COM COM 775711104 1181 27905 SH SOLE NONE 27892 0 13 ROPER TECHNOLOGIES INC COM COM 776696106 1884 4858 SH SOLE NONE 4858 0 0 ROSS STORES INC COM COM 778296103 394 4624 SH SOLE NONE 4624 0 0 ROYAL BK CDA COM COM 780087102 3982 58738 SH SOLE NONE 58738 0 0 SP GLOBAL INC COM COM 78409V104 3489 10588 SH SOLE NONE 10588 0 0 SBA COMMUNICATIONS CORP NEW CL COM 78410G104 1985 6662 SH SOLE NONE 6662 0 0 SPDR SP 500 ETF TR TR UNIT COM 78462F103 22569 73192 SH SOLE NONE 69352 0 3840 SPDR INDEX SHS FDS PORTFOLIO E COM 78463X509 172495 5155265 SH SOLE NONE 4883558 0 271707 SPDR INDEX SHS FDS PORTFOLIO D COM 78463X889 367634 13310440 SH SOLE NONE 12561768 0 748672 SPDR SER TR BLMBRG BRC CNVRT COM 78464A359 94503 1566179 SH SOLE NONE 1533056 0 33123 SPDR SER TR PORTFOLIO INTRMD COM 78464A375 39837 1090540 SH SOLE NONE 1090540 0 0 SPDR SER TR PRTFLO SP500 GW COM 78464A409 297002 6611800 SH SOLE NONE 6134422 0 477378 SPDR SER TR PRTFLO SP500 VL COM 78464A508 296929 10245983 SH SOLE NONE 9332812 0 913171 SPDR SER TR PORTFOLIO AGRGTE COM 78464A649 96362 3122547 SH SOLE NONE 2927394 0 195153 SPDR SER TR PORTFOLIO SP400 COM 78464A847 4434 141881 SH SOLE NONE 0 0 141881 SSGA ACTIVE ETF TR SPDR TR TAC COM 78467V848 4181 84765 SH SOLE NONE 0 0 84765 SPDR SP MIDCAP 400 ETF TR UTSE COM 78467Y107 1315 4053 SH SOLE NONE 0 0 4053 SPDR SER TR BLOOMBERG SRT TR COM 78468R408 455 18237 SH SOLE NONE 0 0 18237 SPDR SER TR SPDR BLOOMBERG COM 78468R663 360422 3937743 SH SOLE NONE 3667790 0 269953 SVB FINANCIAL GROUP COM COM 78486Q101 956 4436 SH SOLE NONE 4436 0 0 SALESFORCE COM INC COM COM 79466L302 2256 12044 SH SOLE NONE 11186 0 858 HENRY SCHEIN INC COM COM 806407102 753 12898 SH SOLE NONE 12898 0 0 SCHLUMBERGER LTD COM COM 806857108 333 18104 SH SOLE NONE 18104 0 0 SCHWAB CHARLES CORP COM COM 808513105 559 16580 SH SOLE NONE 16580 0 0 SCHWAB STRATEGIC TR US LCAP VA COM 808524409 51523 1028190 SH SOLE NONE 1028140 0 50 SEMPRA ENERGY COM COM 816851109 566 4828 SH SOLE NONE 4828 0 0 SERVICENOW INC COM COM 81762P102 1326 3274 SH SOLE NONE 3274 0 0 SHERWIN WILLIAMS CO COM COM 824348106 2271 3930 SH SOLE NONE 3930 0 0 SIMON PPTY GROUP INC NEW COM COM 828806109 264 3938 SH SOLE NONE 3938 0 0 SKYWORKS SOLUTIONS INC COM COM 83088M102 220 1726 SH SOLE NONE 1726 0 0 SMITH NEPHEW GROUP PLC SPDN A COM 83175M205 3403 89272 SH SOLE NONE 89272 0 0 SMUCKER J M CO COM NEW COM 832696405 761 7248 SH SOLE NONE 7244 0 4 SNAP ON INC COM COM 833034101 729 5260 SH SOLE NONE 5260 0 0 SOUTHERN CO COM COM 842587107 702 13544 SH SOLE NONE 13544 0 0 SOUTHWEST AIRLS CO COM COM 844741108 226 6604 SH SOLE NONE 6604 0 0 STANLEY BLACK DECKER INC COM COM 854502101 298 2138 SH SOLE NONE 2138 0 0 STARBUCKS CORP COM COM 855244109 1183 16160 SH SOLE NONE 16160 0 0 STATE STR CORP COM COM 857477103 421 6624 SH SOLE NONE 6624 0 0 STRYKER CORPORATION COM COM 863667101 869 4824 SH SOLE NONE 4824 0 0 SYNOPSYS INC COM COM 871607107 2086 10700 SH SOLE NONE 10700 0 0 SYSCO CORP COM COM 871829107 359 6618 SH SOLE NONE 6618 0 0 TJX COS INC NEW COM COM 872540109 772 15270 SH SOLE NONE 15270 0 0 T-MOBILE US INC COM COM 872590104 5511 52916 SH SOLE NONE 52916 0 0 T-MOBILE US INC RIGHT 07/27/20 COM 872590112 8 50542 SH SOLE NONE 50542 0 0 TAKE-TWO INTERACTIVE SOFTWAR C COM 874054109 1000 7162 SH SOLE NONE 7162 0 0 TELEFLEX INCORPORATED COM COM 879369106 256 704 SH SOLE NONE 704 0 0 TEXAS INSTRS INC COM COM 882508104 1837 14571 SH SOLE NONE 11918 0 2653 THERMO FISHER SCIENTIFIC INC C COM 883556102 6582 18166 SH SOLE NONE 17638 0 528 3M CO COM COM 88579Y101 6805 43627 SH SOLE NONE 41124 0 2503 TORO CO COM COM 891092108 4803 72402 SH SOLE NONE 72402 0 0 TRACTOR SUPPLY CO COM COM 892356106 1499 11372 SH SOLE NONE 11372 0 0 TRANSDIGM GROUP INC COM COM 893641100 318 720 SH SOLE NONE 720 0 0 TRUIST FINL CORP COM COM 89832Q109 650 17500 SH SOLE NONE 17500 0 0 TYSON FOODS INC CL A COM 902494103 326 5454 SH SOLE NONE 5454 0 0 UDR INC COM COM 902653104 246 6652 SH SOLE NONE 6652 0 0 ULTA BEAUTY INC COM COM 90384S303 877 4311 SH SOLE NONE 3882 0 429 UNILEVER PLC SPON ADR NEW COM 904767704 6950 127621 SH SOLE NONE 112814 0 14807 UNION PAC CORP COM COM 907818108 5420 32056 SH SOLE NONE 30568 0 1488 UNITED PARCEL SERVICE INC CL B COM 911312106 1774 15959 SH SOLE NONE 12028 0 3931 UNITED RENTALS INC COM COM 911363109 1081 7252 SH SOLE NONE 7252 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 10934 37072 SH SOLE NONE 35048 0 2024 V F CORP COM COM 918204108 327 5358 SH SOLE NONE 5358 0 0 VALERO ENERGY CORP COM COM 91913Y100 1137 19676 SH SOLE NONE 19676 0 0 VALLEY NATL BANCORP COM COM 919794107 205 26180 SH SOLE NONE 26180 0 0 VANGUARD SPECIALIZED FUNDS DIV COM 921908844 2442 20844 SH SOLE NONE 0 0 20844 VANGUARD BD INDEX FDS TOTAL BN COM 921937835 6234 70827 SH SOLE NONE 0 0 70827 VANGUARD CHARLOTTE FDS INTL BD COM 92203J407 54877 952062 SH SOLE NONE 937796 0 14266 VANGUARD INTL EQUITY INDEX F F COM 922042718 1396 14453 SH SOLE NONE 0 0 14453 VANGUARD INTL EQUITY INDEX F A COM 922042775 2874 60363 SH SOLE NONE 0 0 60363 VENTAS INC COM COM 92276F100 208 5678 SH SOLE NONE 5678 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 15039 275845 SH SOLE NONE 270828 0 5017 VERISK ANALYTICS INC COM COM 92345Y106 1603 9420 SH SOLE NONE 9414 0 6 VERTEX PHARMACEUTICALS INC COM COM 92532F100 1410 4858 SH SOLE NONE 4568 0 290 VISA INC COM CL A COM 92826C839 5429 28149 SH SOLE NONE 25138 0 3011 VULCAN MATLS CO COM COM 929160109 440 3800 SH SOLE NONE 1974 0 1826 WEC ENERGY GROUP INC COM COM 92939U106 1463 16697 SH SOLE NONE 15094 0 1603 WALMART INC COM COM 931142103 16978 142328 SH SOLE NONE 136210 0 6118 WASTE MGMT INC DEL COM COM 94106L109 2198 20754 SH SOLE NONE 18124 0 2630 WELLS FARGO CO NEW COM COM 949746101 5366 210424 SH SOLE NONE 198200 0 12224 WELLTOWER INC COM COM 95040Q104 413 7984 SH SOLE NONE 7984 0 0 WESTERN UN CO COM COM 959802109 231 10674 SH SOLE NONE 10674 0 0 WEYERHAEUSER CO MTN BE COM NEW COM 962166104 237 10540 SH SOLE NONE 10540 0 0 WILLIAMS COS INC COM COM 969457100 709 37271 SH SOLE NONE 22242 0 15029 WISDOMTREE TR YIELD ENHANCD US COM 97717X511 120996 2251929 SH SOLE NONE 2159116 0 92813 XCEL ENERGY INC COM COM 98389B100 1608 25728 SH SOLE NONE 25728 0 0 XILINX INC COM COM 983919101 366 3736 SH SOLE NONE 3736 0 0 YUM BRANDS INC COM COM 988498101 350 4032 SH SOLE NONE 4032 0 0 ZIMMER BIOMET HOLDINGS INC COM COM 98956P102 332 2784 SH SOLE NONE 2784 0 0 ZOETIS INC CL A COM 98978V103 1499 10955 SH SOLE NONE 7892 0 3063 AMCOR PLC ORD COM G0250X107 250 24498 SH SOLE NONE 24498 0 0 AON PLC SHS CL A ADDED COM G0403H108 1965 10202 SH SOLE NONE 10202 0 0 ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 11084 51808 SH SOLE NONE 51808 0 0 BUNGE LIMITED COM COM G16962105 5709 138796 SH SOLE NONE 138796 0 0 EATON CORP PLC SHS COM G29183103 587 6758 SH SOLE NONE 6758 0 0 EVEREST RE GROUP LTD COM COM G3223R108 838 4062 SH SOLE NONE 4062 0 0 JANUS HENDERSON GROUP PLC ORD COM G4474Y214 219 10506 SH SOLE NONE 10506 0 0 IHS MARKIT LTD SHS COM G47567105 1554 20630 SH SOLE NONE 18988 0 1642 JOHNSON CTLS INTL PLC SHS COM G51502105 397 11641 SH SOLE NONE 10362 0 1279 LAZARD LTD SHS A COM G54050102 213 7546 SH SOLE NONE 7546 0 0 LINDE PLC SHS COM G5494J103 4602 21694 SH SOLE NONE 20086 0 1608 MEDTRONIC PLC SHS COM G5960L103 2646 28857 SH SOLE NONE 18292 0 10565 APTIV PLC SHS COM G6095L109 1267 16262 SH SOLE NONE 15402 0 860 SEAGATE TECHNOLOGY PLC SHS COM G7945M107 1349 27875 SH SOLE NONE 26686 0 1189 STERIS PLC SHS USD COM G8473T100 753 4906 SH SOLE NONE 4906 0 0 TRANE TECHNOLOGIES PLC SHS COM G8994E103 1365 15344 SH SOLE NONE 15344 0 0 CHUBB LIMITED COM COM H1467J104 5964 47104 SH SOLE NONE 47104 0 0 GARMIN LTD SHS COM H2906T109 1263 12957 SH SOLE NONE 12948 0 9 TE CONNECTIVITY LTD REG SHS COM H84989104 433 5304 SH SOLE NONE 4690 0 614 LYONDELLBASELL INDUSTRIES N SH COM N53745100 299 4546 SH SOLE NONE 4546 0 0 ISHARES TR CORE SP SCP ETF COM 464287804 2885 42252 SH DFND 01 0 0 42252 ISHARES TR CORE US AGGBD ET COM 464287226 2126 18054 SH DFND 01 0 0 18054 VANGUARD SPECIALIZED FUNDS DIV COM 921908844 1787 15254 SH DFND 01 0 0 15254 VANGUARD INTL EQUITY INDEX F A COM 922042775 2120 44522 SH DFND 01 0 0 44522 VANGUARD BD INDEX FDS TOTAL BN COM 921937835 2076 23584 SH DFND 01 0 0 23584 SPDR SER TR PRTFLO SP500 GW COM 78464A409 3519 78338 SH DFND 01 0 0 78338 SPDR SER TR PRTFLO SP500 VL COM 78464A508 4700 162167 SH DFND 01 0 0 162167 SPDR SER TR PORTFOLIO SP400 COM 78464A847 3436 109954 SH DFND 01 0 0 109954 ISHARES TR JPMORGAN USD EMG COM 464288281 476 4386 SH DFND 01 0 0 4386 VANGUARD INTL EQUITY INDEX F F COM 922042718 1156 11961 SH DFND 01 0 0 11961 PIMCO ETF TR ACTIVE BD ETF COM 72201R775 1094 9844 SH DFND 01 0 0 9844 ISHARES INC CORE MSCI EMKT COM 46434G103 2938 61724 SH DFND 01 0 0 61724 ISHARES TR USA QUALITY FCTR COM 46432F339 1333 13894 SH DFND 01 0 0 13894 ISHARES TR HDG MSCI EAFE COM 46434V803 1199 44049 SH DFND 01 0 0 44049 SSGA ACTIVE ETF TR SPDR TR TAC COM 78467V848 1028 20842 SH DFND 01 0 0 20842 SPDR SER TR SPDR BLOOMBERG COM 78468R663 13514 147650 SH DFND 01 0 0 147650 FIRST TRUST PORTFOLIOS LP SHS COM 337345102 244 2233 SH DFND 01 0 0 2233 FIRST TR NASDAQ-100 TECH IND D COM 33733E302 232 1359 SH DFND 01 0 0 1359 FIRST TR EXCHANGE TRADED FD EN COM 33734X127 186 28368 SH DFND 01 0 0 28368 FIRST TR EXCHANGE TRADED FD TE COM 33734X176 240 2875 SH DFND 01 0 0 2875 FIRST TR EXCHANGE TRADED FD CO COM 33734X101 209 5604 SH DFND 01 0 0 5604 SPDR SER TR PORTFOLIO AGRGTE COM 78464A649 274 8891 SH DFND 01 0 0 8891 SPDR SER TR PORTFOLIO LN COR COM 78464A367 272 8590 SH DFND 01 0 0 8590 SPDR SER TR BLMBRG BRC CNVRT COM 78464A359 295 4882 SH DFND 01 0 0 4882 SPDR SER TR WELLS FG PFD ETF COM 78464A292 265 6394 SH DFND 01 0 0 6394